Set Up Simplified Serial Number Tracking
This chapter describes the configuration options available to simplify the entry of serial numbers with Beyond Advanced Serial No.
Beyond Advanced Serial No adds the Serial Number column to the Lines section for the following documents:
| Purchase | Sales | Service | Warehouse |
|---|---|---|---|
| Purchase Order | Sales Order | Service Item Worksheet | Transfer Order |
| Purchase Invoice | Sales Invoice | Service Invoice | - |
| Purchase Credit Memo | Sales Creit Memo | Service Credit Memo | - |
| Purchase Quote | Sales Quote | - | - |
| Purchase Return Order | Sales Return Order | - | - |
In the Serial Number column, you can enter the serial number of an item directly without leaving the document card view. If you enter a larger quantity of items (greater than 1) in the document line, individual lines are created for the quantity of items entered, allowing you to enter a line with a unique serial number for each item.
The behavior of the software described above is controlled by the service item group on the item card.
To create a new service item group in which individual lines are generated for items requiring serial numbers according to the item quantity, proceed as follows:
- Open the search function (ALT+Q) from the role center.
- Search for Service Item Groups and click on the corresponding search result.
- The Service Item Groups list is displayed.
- Beyond Advanced Serial No adds the following three columns to the Service Item Groups list:
- Create Service Item (Sales): Select the checkbox for the service item group to create a service item when an item from this service item group is sold. The serial number is copied from the sales document and automatically entered into the service item record. For more information about this feature, see the chapter Configure Automatic Creation of Service Items.
- Create Service Item (Purchase): Select the checkbox for the service item group to create a service item when an item from this service item group is purchased. The serial number is copied from the purchase document and automatically entered into the data record for the service item. For more information about this feature, see the chapter Configure Automatic Creation of Service Items.
- Split per Serial Number: Select this checkbox to create individual lines for entering serial numbers for an item quantity (greater than 1) in this service item group.
- Create a new service item group or select the checkboxes for the option Split per Serial Number.
You have created a service item group for simplified serial number entry or added this functionality to an existing service item group. For more information on how to enter serial numbers for items, see the chapter Add Serial Numbers to Items.